Tax Advisor - In-Person, Year-Round Client Service

H&R Block; Chatham (NJ); On-site; USD 22,000 - 110,000; Full time

Job summary

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You will prepare complete returns, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology, with a competitive hourly rate and incentive plan.

This role is in-person at a local Block Advisors office, offering opportunities to collaborate with a team and deliver personalized recommendations across

Qualifications

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution.
• Experience working in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or equivalent.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications—then provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products/services.
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed.
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment.

Skills

Client-focused communication

Interviewing clients

Attention to detail

Tax knowledge

IRS guidance

AI-powered tools familiarity

Team collaboration

Education

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Job description

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You will prepare complete returns, uncover savings opportunities, and build lasting client relationships using industry-leading training and technology, with a competitive hourly rate and incentive plan.

This role is in-person at a local Block Advisors office, offering opportunities to collaborate with a team and deliver personalized recommendations across